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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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For tax pros,
it's all about efficiency. You’ve got great tax software in place to help get
those tax returns done. You’ve notified clients of your deadlines (or are
preparing to do that). But then clients drag their heels sending their
documents in, and when you do get them, it is time-consuming to organize and
summarize what they've sent you.
Did clients send
everything you asked for?
What’s
missing?
You must have a crystal-clear process that ensures you
get the right documents from clients, that they are sent securely and on a
timely basis, and that you can easily summarize and annotate them so your tax
staff can input them efficiently.
Speaker RobSmith, CPA, will share best practices to create a process that ensures that
once each client’s form 1040 document set is sent to the tax team, it's complete,
accurate, and leads to total efficiency. The software he will use to
demonstrate this process is Microsoft 365 (Teams, Sharepoint and OneNote) and
he will touch on using Liscio to ensure you get clients to send their documents
on time.
If your firm uses inexperienced or seasonal tax staff,
or you simply want to learn new ways to gather, track, and layout your tax
documents efficiently, this CE/CPE tax webinar is for you.
Technical Content, Liscio
Rob is Head of Technical Content at Liscio and the
founder of Point7seconds. After seeing the transformative power of using
OneNote at his prior CPA firm and clients’ businesses, he formed
OneNoteForAll.com and Point7seconds to provide a platform to help teach
other professionals the power of OneNote and Microsoft 365. Prior, he was
a partner at the accounting firm of Gordon, Stockman & Waugh in
Peoria, IL. He has taught at numerous industry conventions, state CPA
conventions, SCORE, and Small Business Development Center seminars. He
has taught a college-level QuickBooks class at Illinois Central College.
He also earned the Elijah Watt Sells Award with High Distinction upon
passing the CPA examination.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
452 Ratings
Excellent
234
Very Good
168
Average
42
Poor
4
Terrible
4
AD
May 18th, 2022
This would improve time management and streamline client documents and correspondence in one place therefore being more efficient and helping to create a paperless environment.
TB
May 16th, 2022
Wasn't sure what information would actually be presented. I am pleased with the capabilities of this program and how it's use would make a more efficient tax season.
BP
Jul 5th, 2022
I can not use the program on my job because of our corporations rules but l like knowing this is available.
RM
Jun 29th, 2022
The instructor was very knowledgeable and I liked that he gave a demonstration throughout his presentation.
ST
Apr 26th, 2022
Great presentation of an interesting way to manage the flow of documents in the office!
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
CPE
General
CE
CPD
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